Shelton Wealth Management

Shelton Wealth Management as of June 30, 2026

Portfolio Holdings for Shelton Wealth Management

Shelton Wealth Management holds 126 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
First Tr Exchange-traded First Tr Enh New (FTSM) 5.1 $13M 218k 59.73
Ishares Tr Ibonds 27 Trm Ts (IBTH) 4.3 $11M 487k 22.37
Ishares Tr Ibonds 28 Trm Ts (IBTI) 4.3 $11M 491k 22.14
Ishares Tr Ibonds 29 Trm Ts (IBTJ) 4.3 $11M 501k 21.65
Ishares Tr Ibonds Dec 2031 (IBTL) 4.3 $11M 537k 20.19
Ishares Tr Ibond Dec 2030 (IBTK) 4.3 $11M 555k 19.54
Ishares Tr Rus Mid Cap Etf (IWR) 3.7 $9.5M 86k 110.32
Ishares Tr Rus 1000 Etf (IWB) 2.4 $6.1M 15k 409.50
First Tr Exchange-traded Cap Strength Etf (FTCS) 2.1 $5.3M 57k 93.92
Ishares Msci Emrg Chn (EMXC) 1.7 $4.4M 43k 102.30
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.7 $4.4M 148k 29.43
Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.7 $4.3M 50k 86.42
Ishares Tr 3 7 Yr Treas Bd (IEI) 1.6 $4.2M 36k 117.45
Advanced Micro Devices (AMD) 1.6 $4.2M 7.2k 580.91
Lam Research Corp Com New (LRCX) 1.5 $3.9M 8.9k 433.34
First Tr Exchange Traded Risng Divd Achiv (RDVY) 1.5 $3.8M 46k 81.06
NVIDIA Corporation Call Option (NVDA) 1.2 $3.1M 16k 200.09
Alphabet Cap Stk Cl A (GOOGL) 1.2 $3.0M 8.5k 357.36
Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.1 $2.9M 7.9k 365.71
Micron Technology (MU) 1.1 $2.8M 2.5k 1154.36
Amazon Call Option (AMZN) 1.1 $2.8M 12k 238.34
Ishares Tr Expnd Tec Sc Etf (IGM) 1.1 $2.7M 17k 163.58
Wells Fargo & Company (WFC) 1.0 $2.5M 30k 82.64
Ishares Tr Core S&p Scp Etf (IJR) 1.0 $2.5M 17k 148.31
CSX Corporation (CSX) 0.9 $2.4M 50k 47.53
Applovin Corp Com Cl A (APP) 0.9 $2.4M 4.6k 515.23
Tesla Motors Call Option (TSLA) 0.9 $2.4M 5.6k 420.60
Marvell Technology (MRVL) 0.9 $2.4M 7.9k 297.90
Vertiv Holdings Com Cl A (VRT) 0.9 $2.3M 6.8k 334.82
Emerson Electric (EMR) 0.9 $2.2M 15k 143.15
Ishares Tr Russell 2000 Etf (IWM) 0.9 $2.2M 7.2k 300.45
Parker-Hannifin Corporation (PH) 0.8 $2.1M 2.2k 977.96
Asml Hldg Nv N Y Registry Shs (ASML) 0.8 $2.1M 1.1k 1989.44
Cameco Corporation Call Option (CCJ) 0.8 $2.1M 21k 101.86
Microsoft Corporation (MSFT) 0.8 $2.0M 5.4k 373.05
Apple (AAPL) 0.8 $2.0M 6.8k 289.37
Applied Materials (AMAT) 0.8 $1.9M 2.7k 722.88
MercadoLibre (MELI) 0.7 $1.9M 1.1k 1697.39
Uber Technologies (UBER) 0.7 $1.9M 26k 72.16
Canadian Pacific Kansas City (CP) 0.7 $1.9M 22k 86.65
Fortinet (FTNT) 0.7 $1.9M 12k 153.62
Arista Networks Com Shs (ANET) 0.7 $1.8M 11k 169.88
EQT Corporation (EQT) 0.7 $1.8M 34k 53.17
General Dynamics Corporation (GD) 0.7 $1.8M 5.0k 354.24
Deere & Company (DE) 0.7 $1.8M 2.8k 634.33
Freeport Mcmoran CL B Call Option (FCX) 0.7 $1.7M 28k 62.89
Halozyme Therapeutics (HALO) 0.6 $1.6M 21k 78.27
Eli Lilly & Co. (LLY) 0.6 $1.6M 1.4k 1199.43
Twilio Cl A (TWLO) 0.6 $1.6M 7.9k 206.33
Ishares Tr Core Msci Eafe (IEFA) 0.6 $1.6M 16k 96.58
Visa Com Cl A (V) 0.6 $1.6M 4.6k 343.10
On Hldg Namen Akt A (ONON) 0.6 $1.6M 44k 35.42
Nu Hldgs Ord Shs Cl A (NU) 0.6 $1.6M 117k 13.36
Amphenol Corp Cl A Call Option (APH) 0.6 $1.6M 8.8k 176.32
JPMorgan Chase & Co. (JPM) 0.6 $1.5M 4.7k 327.35
Citigroup Com New (C) 0.6 $1.5M 11k 139.96
Booking Holdings (BKNG) 0.6 $1.5M 8.4k 178.24
Edwards Lifesciences (EW) 0.6 $1.5M 16k 90.46
Spdr Series Trust St Str Sp Biot (XBI) 0.6 $1.5M 9.2k 158.26
Broadcom (AVGO) 0.6 $1.5M 3.9k 377.74
Metropcs Communications (TMUS) 0.6 $1.5M 8.7k 167.73
Carpenter Technology Corporation (CRS) 0.5 $1.4M 2.3k 616.84
Coca-Cola Company (KO) 0.5 $1.4M 17k 81.27
Meta Platforms Cl A (META) 0.5 $1.4M 2.4k 563.29
Vistra Energy (VST) 0.5 $1.3M 8.5k 158.62
Medtronic SHS (MDT) 0.5 $1.3M 17k 78.23
Stryker Corporation (SYK) 0.5 $1.3M 4.2k 314.84
Cbre Group Cl A (CBRE) 0.5 $1.3M 9.6k 134.69
Constellation Energy (CEG) 0.5 $1.3M 5.2k 248.37
American Express Company (AXP) 0.5 $1.3M 3.8k 338.25
Vaneck Etf Trust Oil Services Etf (OIH) 0.5 $1.3M 3.4k 372.04
Mongodb Cl A (MDB) 0.5 $1.3M 3.8k 335.90
ConocoPhillips (COP) 0.5 $1.3M 12k 103.96
Goldman Sachs (GS) 0.5 $1.2M 1.2k 1011.37
Ishares Tr MRGSTR SM CP GR (ISCG) 0.5 $1.2M 18k 65.54
Dominion Resources (D) 0.5 $1.2M 18k 68.29
Vaneck Etf Trust Urani Nucle Etf (NLR) 0.5 $1.2M 10k 115.98
Fifth Third Ban (FITB) 0.5 $1.2M 21k 56.37
Nextera Energy (NEE) 0.4 $1.1M 13k 87.77
Linde SHS (LIN) 0.4 $1.1M 2.2k 518.94
Sempra Energy (SRE) 0.4 $1.1M 12k 92.71
Neurocrine Biosciences (NBIX) 0.4 $1.0M 6.1k 168.53
Jones Lang LaSalle Incorporated (JLL) 0.4 $1.0M 3.3k 309.95
Lpl Financial Holdings (LPLA) 0.4 $968k 3.4k 281.68
Kla Corp Com New (KLAC) 0.4 $958k 3.2k 301.72
Honeywell International (HON) 0.4 $931k 4.2k 223.90
Honeywell Aerospace (HONA) 0.4 $919k 4.2k 221.08
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) 0.4 $895k 46k 19.29
Kroger (KR) 0.3 $890k 16k 55.53
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $883k 1.8k 500.39
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $831k 11k 77.11
Alcoa (AA) 0.3 $740k 14k 52.14
Credo Technology Group Holdi Ordinary Shares Call Option (CRDO) 0.2 $628k 2.3k 271.95
Spdr Series Trust Sp O&g Expl Pro (XOP) 0.2 $605k 3.9k 154.26
Exxon Mobil Corporation (XOM) 0.2 $566k 4.1k 136.71
Welltower Inc Com reit (WELL) 0.2 $503k 2.2k 226.99
Global X Fds Global X Uranium (URA) 0.2 $488k 11k 43.70
Palo Alto Networks (PANW) 0.2 $480k 1.4k 341.02
Applied Digital Corp Com New Call Option (APLD) 0.2 $470k 13k 37.30
EOG Resources (EOG) 0.2 $462k 3.6k 129.72
Prosperity Bancshares (PB) 0.2 $462k 6.3k 73.03
Lockheed Martin Corporation (LMT) 0.2 $455k 894.00 509.24
Robinhood Mkts Com Cl A Call Option (HOOD) 0.2 $434k 4.3k 100.28
Reddit Cl A Call Option (RDDT) 0.2 $416k 2.4k 173.58
Diamondback Energy (FANG) 0.2 $410k 2.3k 175.81
Servicenow Call Option (NOW) 0.2 $404k 4.1k 99.28
Oracle Corporation Call Option (ORCL) 0.2 $401k 2.7k 146.55
Qualcomm Call Option (QCOM) 0.1 $380k 2.1k 184.79
Palantir Technologies Cl A Call Option (PLTR) 0.1 $363k 3.1k 116.67
Performance Food (PFGC) 0.1 $351k 3.1k 111.79
Ford Motor Company Call Option (F) 0.1 $348k 25k 13.90
Caterpillar (CAT) 0.1 $317k 298.00 1063.97
Johnson & Johnson (JNJ) 0.1 $303k 1.2k 253.93
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $300k 2.2k 137.53
Realty Income (O) 0.1 $295k 4.8k 61.96
Valero Energy Corporation (VLO) 0.1 $280k 1.1k 260.46
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 0.1 $250k 9.2k 27.05
Netflix Call Option (NFLX) 0.1 $221k 3.1k 71.40
Southwest Airlines Call Option (LUV) 0.1 $216k 4.2k 51.42
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $215k 1.7k 124.17
Argenx Se Sponsored Adr (ARGX) 0.1 $210k 226.00 927.77
Digital Realty Trust (DLR) 0.1 $208k 1.2k 179.58
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $204k 843.00 242.43
Riot Blockchain Call Option (RIOT) 0.1 $204k 7.4k 27.38
Shopify Cl A Sub Vtg Shs Call Option (SHOP) 0.1 $201k 1.8k 114.18
Prime Medicine (PRME) 0.0 $71k 19k 3.69